Free Checklist Templates for Engineering

Engineering
OR

Business Continuity Planning Checklist

Preparation
Identify mission-critical functions and processes.
Identify any dependencies on external services and suppliers.
Develop a business impact analysis identifying the potential risk and impact of an interruption in service.
Review existing business continuity plans (BCPs) and update as necessary.
Develop and/or update a BCP, including a plan for system recovery and data backups.
Ensure any plan includes contingencies for key personnel in the event of an emergency.
Identify and document any necessary resources, such as alternate work sites, off-site storage, and communication systems.
Identify necessary training for personnel in the event of an emergency.
Test and verify the BCP to ensure effectiveness.
Implementation
Develop a communication plan to notify personnel and stakeholders of an emergency.
Train personnel in the BCP.
Ensure the necessary resources, such as alternate work sites, off-site storage, and communication systems, are available and operational.
Implement the BCP in the event of an emergency.
Monitoring
Monitor the effectiveness of the BCP on an ongoing basis.
Evaluate the BCP and make necessary updates.
Review and update the BCP periodically.
Ensure personnel are adequately trained in the BCP.
View Workflow Use Workflow

Contract Management Checklist

Contract Creation
Obtain contract templates.
Ensure compliance with applicable laws and regulations.
Identify contract parties and signatories.
Negotiate terms and conditions.
Draft and finalize contract documents.
Execute contract documents.
Contract Administration
Record contract information in project management software.
Monitor contract performance.
Track changes and amendments.
Manage contract disputes.
Assess breach of contract.
Update contract documents.
Renew or terminate contracts.
Contract Closure
Finalize contract performance.
Prepare closure reports.
Verify contract completion.
Close contract in project management software.
File and archive contract documents.
Dispose of relevant contract materials.
View Workflow Use Workflow

Financial Management Checklist

Financial Planning
Establish financial goals
Establish a budget
Establish capital expenditure plan
Establish cash flow plan
Establish a financial performance measurement system
Financial Reporting
Establish a financial reporting system
Establish a system to track expenses
Establish a system to track payments
Establish a system to track receivables
Establish a system to track liabilities
Risk Management
Establish a system to identify and manage financial risks
Establish a system to monitor and manage financial assets
Establish a system to monitor and manage financial liabilities
Establish a system to monitor and manage investments
Establish a system to monitor and manage cash flow
Financial Controls
Establish a system to monitor and manage financial compliance
Establish a system to monitor and manage financial fraud
Establish a system to monitor and manage financial security
Establish a system to monitor and manage financial systems
Establish a system to monitor and manage internal financial controls
View Workflow Use Workflow

New Hire Onboarding Checklist

General Information
Employee's name
Job title
Start date
Employee Paperwork
Employment contract
Confidentiality agreement
Tax forms
Direct deposit information
Computer and Technical Setup
Desk setup
Computer access
Software access
Email account
Network access
Benefits
Health insurance
Dental insurance
Vision insurance
Retirement plan
Training
Orientation
Department/role specific training
Safety training
Company policies and procedures
View Workflow Use Workflow

Performance Review Checklist

General Performance
Completion of assigned tasks
Quality of work
Attention to detail
Initiative/creativity
Ability to work as part of a team
Respond to feedback
Time management
Leadership
Ability to delegate
Ability to manage conflict
Ability to motivate others
Ability to inspire
Ability to develop team skills
Ability to make decisions
Communication
Ability to listen
Ability to communicate clearly
Ability to create reports and presentations
Ability to give constructive feedback
Ability to receive feedback
Ability to provide support to others
Problem Solving
Ability to identify and analyze problems
Ability to develop solutions
Ability to work through solutions
Ability to make improvements
Ability to adapt to change
Ability to manage risks
View Workflow Use Workflow

Pre-Employment Checklist

Background Check
Verify identity
Verify education
Verify work history
Verify references
Conduct criminal background check
Conduct credit background check
Skills Assessment
Conduct computer-based assessment
Conduct technical interview
Conduct personality assessment
Drug Testing
Verify prescription medications
Conduct urine drug test
Conduct hair follicle test
Other Assessments
Assess mental health
Assess physical health
Assess medical history
View Workflow Use Workflow

Project Management Checklist

Project Initiation
Gather stakeholders
Write project charter
Create project timeline
Set budget
Project Planning
Develop project plan
Identify resources and roles
Create communication plan
Establish project milestones
Define success criteria
Create project risk plan
Project Execution
Develop project deliverables
Manage project resources
Monitor project progress
Evaluate deliverables
Identify changes
Manage risks
Project Closure
Complete project deliverables
Finalize project budget
Conduct post-implementation review
Gather lessons learned
Close out project
View Workflow Use Workflow

Regulatory Compliance Checklist

IT & Cybersecurity
Maintain an up-to-date inventory of all software & hardware
Ensure appropriate access controls are in place
Implement security measures such as firewalls, antivirus, encryption
Monitor & audit user & system activity
Data Protection & Privacy
Identify & protect all personal data
Establish data retention policies
Ensure data is backed up & secured
Enforce data protection laws & regulations
Environmental Compliance
Minimize environmental impact
Adhere to environmental laws & regulations
Implement waste & emissions management systems
Develop & maintain a sustainability program
Health & Safety
Conduct regular safety inspections
Ensure equipment is regularly serviced & maintained
Provide safety training to employees
Implement safety protocols & procedures
Ethical Practices
Ensure compliance with ethical standards
Enforce anti-corruption laws & regulations
Implement a code of conduct & ethical guidelines
Monitor & report on any unethical practices
View Workflow Use Workflow

Strategic Planning Checklist

Vision
Identify the organization's mission and core values
Develop a clear vision for the organization
Set measurable goals
Objectives
Define key objectives that will help the organization to achieve its vision
Establish timelines for objectives
Identify resources needed to support objectives
Strategies
Determine strategies for achieving objectives
Assign tasks and responsibilities to individuals or teams
Review and adjust strategies as needed
Execution
Develop an implementation plan
Monitor progress and adjust plans as needed
Track and measure success
Communication
Establish a communication strategy
Schedule regular updates to stakeholders
Create an internal communication plan to ensure everyone is on the same page
Evaluation
Set up an evaluation system to measure progress
Review and adjust strategies as needed
Celebrate successes and learn from failures
View Workflow Use Workflow

Termination Checklist

Pre-Termination Checklist
Review Employee File
Verify Eligibility for Benefits
Ensure Proper Notifications
Confirm Termination Date
Post-Termination Checklist
Collect Company Property
Update Records
Prepare Final Paycheck
Notify Benefits Providers
View Workflow Use Workflow

Training and Development Checklist

Employee Development
Establish individual development plans with employees
Provide clear feedback and expectations
Encourage open communication and collaboration
Leadership Training
Encourage employees to take on leadership roles
Provide opportunities for leadership development
Provide mentorship and coaching to employees
Technical Skills Training
Identify skill gaps and areas for improvement
Provide employees with access to technical resources
Encourage employees to attend technical conferences and workshops
View Workflow Use Workflow

The importance of checklists in Engineering

Better Quality Control

Checklists are a valuable tool for engineering firms in order to ensure better quality control. Quality control is essential in engineering, as any deviation from the expected result can be costly, both financially and in terms of safety. By using checklists, engineering firms can ensure that all project tasks are completed in a timely and accurate manner, which reduces the risk of errors or omissions. Checklists also allow engineers to easily compare the results of their work against the expectations outlined in the checklist, which can help identify where improvements can be made.

Increased Efficiency

Checklists can also help increase efficiency in engineering firms. By having a checklist of tasks that need to be completed for each project, engineering firms can easily track progress and ensure that tasks are completed on time. This can help reduce the amount of time and energy spent on projects, as tasks that need to be completed can be easily identified and prioritized. Additionally, checklists can help engineering firms reduce the amount of resources needed for each project, as tasks can be completed more quickly and efficiently with a checklist in place.

Reduced Risk

Checklists can also help reduce the risk of errors and omissions in engineering firms. By having a checklist of tasks that need to be completed, engineering firms can ensure that all aspects of a project are being considered, and all potential risks are addressed. This can help reduce the risk of mistakes or omissions, which can be costly in terms of time and money. Additionally, checklists can help reduce the risk of safety issues, as tasks are completed in a timely and accurate manner.

Improved Communication

Checklists can also help improve communication in engineering firms. By having a checklist of tasks that need to be completed, engineering firms can ensure that all stakeholders are aware of their responsibilities and the progress of the project. This can help reduce the amount of time spent communicating and allow engineers to focus on the task at hand. Additionally, checklists can help ensure that all stakeholders are on the same page and that any changes or updates to the project are communicated effectively.

Examples of Checklists

Checklists can vary depending on the type of project, however, some common types of checklists used in engineering firms include:

  • Project Management Checklist - This checklist can help ensure that all aspects of a project are considered and that tasks are completed in a timely and accurate manner.
  • Safety Checklist - This checklist can help ensure that all safety protocols and procedures are being followed, and that any risks are identified and addressed.
  • Design Checklist - This checklist can help ensure that a design meets the criteria outlined by the engineering firm and that any changes or updates are communicated effectively.
  • Testing Checklist - This checklist can help ensure that all tests are completed in a timely and accurate manner, and that any issues are identified and addressed.
  • Documentation Checklist - This checklist can help ensure that all documents are accurate and up-to-date, and that any changes or updates are communicated effectively.

By using these checklists, engineering firms can ensure that all tasks are completed in a timely and accurate manner, and that any potential risks are identified and addressed. Additionally, checklists can help improve communication among stakeholders, ensuring that all stakeholders are on the same page and that any changes or updates to the project are communicated effectively.

Ready to take control of your recurring tasks?

Start Free 14-Day Trial


Use Slack? Sign up with one click

With Slack